On this episode of “Confessions of an Ex-Banker” I am going to expose, in detail, all the hidden fees that investors pay when they purchase mutual funds and why your banker never told you. And if you would like to …
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In this episode of "Confessions of an Ex-Banker" I will be discussing a tax planning strategy that is often missed by investors AND their advisors. And if you would like to take advantage of the strategies and financial products that …
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On this episode of Confessions of an Ex-Banker, I'm talking about what goes on in morning meetings at the bank before the doors open. And if you would like to take advantage of the strategies and financial products that your …
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On this episode of Confessions of an Ex-Banker I’m going to talk about volatility, and what your banker never told you. And if you would like to take advantage of the strategies and financial products that your banker may not …
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On this episode of  Confessions of an Ex- Banker I talk about 8 questions that you can answer yourself to find out if your advisor is doing a super job for you. And if you would like to take advantage of …
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On this episode of Confessions of an Ex-Banker I am interviewed by CJAD's Tommy Schnurmacher about  the inside secrets of how to get the most out of your bank (investments, mortgages…) and how to stay away from the hidden traps of …
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On This episode of Confessions of an Ex Banker I will show you what a real financial plan should look like. And if you would like to take advantage of the strategies and financial products that your banker may not …
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On This episode of Confessions of an Ex Banker I introduce you to some of the topics about sales tactics fear mongering and scandals And if you would like to take advantage of the strategies and financial products that your …
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